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☆ Big names like David Tepper and 'Big Short' investor Michael Burry are quietly upping their bets on the Chinese economy
▼ + stars: | 2024-09-17 | by ( Zahra Tayeb | ) www.cnbc.com time to read: +5 min

From property woes to sluggish economic data, China appears to be suffering from long Covid. Wall Street turns bullishBillionaire investors, including Appaloosa Management founder David Tepper and "Big Short" investor Michael Burry, recently revealed they are sticking to their China bets. The famed investor loaded up on Alibaba stock in the second quarter, revealing an $11.2 million position in the company. That makes Alibaba Burry's largest holding, with other Chinese tech stocks including Baidu and JD.com also featuring on Burry's portfolio. Meanwhile, BCA Research recently upgraded Chinese onshore stocks to overweight, with China strategist Jing Sima expecting Chinese onshore stocks to passively outperform global equities.

Persons: Jiang Sheng, It's, Ted Alexander, CNBC's, David Tepper, Michael Burry, Alibaba, Tepper, Burry, JD.com, Jing Sima, George Boubouras, Goldman Sachs, Song Zhiyong, Eric Lin Organizations: Visual China, Getty, Appaloosa Management, KE Holdings, Baidu, BCA Research, K2 Asset Management, CNBC, Bank of America, National Bureau of Statistics, China's Ministry of Transport, Civil Aviation Administration, Asia Pacific Summit for Aviation Safety, Paris Olympic Games, Greater, Greater China Research, UBS Locations: China, Beijing, Wall, Japan, South Korea, Singapore, Europe, Greater China

☆ The current market is 'directionless,' one CIO says, naming 6 stocks he likes right now
▼ + stars: | 2024-09-12 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

Defensive and dividend plays Alexander's strategy in playing the market right now is through defensive sectors and dividend players. As for dividend plays, Alexander is bullish on the utilities and telco sectors amid falling Treasury yields . Big pharma plays Alexander is also likes health-care and biotech players, especially big pharmaceutical companies producing products serving medical needs. Names he likes include AbbVie , AstraZeneca , Novartis and Johnson & Johnson . Johnson & Johnson, meanwhile, has been building out a "pipeline of drugs," Alexander added.

Persons: Ted Alexander, we've, we're, Alexander, it's, bullish, Durex, They've, Mead Johnson, Johnson Organizations: U.S, U.S . Federal, Sydney, Telecommunications, AT, Verizon, Frontier Communications, London Stock Exchange, Big pharma, AstraZeneca, Novartis, Johnson Locations: U.S ., South Dallas, U.S

☆ Don't see anything that has changed to indicate the 'death of the stock rally': CIO
▼ + stars: | 2024-08-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDon't see anything that has changed to indicate the 'death of the stock rally': CIOTed Alexander of BML Funds says the stock market rally is not at its end, but the market has become more realistic following its "rocket high expectations" of this earnings season.

Persons: Ted Alexander, BML Organizations: BML Funds

☆ Steve Bannon filmed Jeffrey Epstein for 15 hours. His 'documentary' has never surfaced.
▼ + stars: | 2024-07-17 | by ( Jacob Shamsian | ) www.businessinsider.com time to read: +16 min

Read previewBefore his 2019 death in jail, Jeffrey Epstein spent hours being interviewed on camera by Steve Bannon. AdvertisementAlexandra Preate, a spokesperson for Bannon, told BI in December 2021 that the documentary about Epstein would be screened "probably around Labor Day." In the 2000s, Trump and Jeffrey Epstein fought over Trump's purchase of a Palm Beach mansion that Epstein coveted. Mark Epstein said Jeffrey Epstein told him he wasn't subpoenaed for any depositions at that time. "You were the only person I was afraid of during the campaign," Bannon told Epstein, according to Wolff's book.

Persons: —, Jeffrey Epstein, Steve Bannon, Bannon, Epstein, Ghislaine Maxwell, Epstein —, Donald Trump's, He's, Kevin McCarthy, Alexandra Preate, Preate, Trump Bannon, Mark Epstein, Jeffrey Epstein's, Donald Trump, Melania Knauss, Jeffrey, Trump, Bannon's, Steve Bannon's, Jacob Shamsian, wasn't, would've, Brett Kavanaugh, Kavanaugh, he's, Mike Lindell, I've, It's, Guo Wengui, Guo —, Ho Wan Kwok, Miles Guo —, Guo, Leon Black, Black, Epstein's, David Bossie, Bobbi Sternheim, Gloria Allred, Arick Fudali, didn't, David Schoen, Brad Edwards, Emma, Jo Morris, Hunter, Morris, Michael Wolff, Wolff, Julie K, Brown, Alexander Acosta, Acosta, Ehud Barak, Reid Weingarten, Rachel Maddow, Gayle King, King, Patrick Semansky, he'd, Diana, Jean Carroll, Bergdorf Goodman, Carroll Organizations: Service, New York, Business, Global, Victory Films, Trump, Capitol, Labor, Daily, Miami Herald, Davidoff, BI, Voting Systems, Apollo Global Management, White, Citizens United, Office, Southern, of, New, Trump White Locations: Manhattan, Paris, Palm Beach , Florida, Mexico, Danbury , Connecticut, Palm Beach, New York, jshamsian@businessinsider.com, JacobShamsian, York, Miami, Florida, Trump

☆ Wimbledon 2024: Carlos Alcaraz to take on Novak Djokovic in rematch of 2023 final
▼ + stars: | 2024-07-14 | by ( Samuel Joseph | Sam Joseph | ) edition.cnn.com time to read: +5 min

Carlos Alcaraz is looking to defend his Wimbledon men’s singles title on Sunday when he takes on seven-time champion Novak Djokovic. Both players have won a grand slam each since that unforgettable final and are now one win away from increasing their tallies. How to watchThe final is set to begin at 9 a.m. E.T on Sunday, July 14, on Wimbledon’s iconic Centre Court. Alcaraz serves against Medvedev in the semifinal match on Friday. Alcaraz bravely joked with the crowd after his semifinal that “Sunday is going to be a good day for Spanish people.”

Persons: Carlos Alcaraz, Novak Djokovic, Alcaraz, Djokovic, Margaret Court, E.T, Alex de Minaur, Jacob Fearnley, Alex Popyrin, Lorenzo Musetti, John Walton, Garros, Francisco Cerúndolo, Roger Federer’s, “, ” Djokovic, “ He’s, ” Alcaraz, Alexander Zverev, Mark Lajal, Aleksandar Vukic, Francis Tiafoe, Ugo Humbert, Tommy Paul, Daniil Medvedev, Clive Brunskill, ”, “ Daniil, I’ve Organizations: CNN, Wimbledon, Court, ESPN, Roland, BBC, Alcaraz, Medvedev, Cincinnati Masters, ATP, Garros, national football team Locations: SW19, Alcaraz’s, Spain, England

☆ Caitlin Clark put on 8 pounds of muscle to 'take her game to the next level.' Here's how she did it, according to the trainer who helped her.
▼ + stars: | 2024-04-05 | by ( Meredith Cash | ) www.businessinsider.com time to read: +9 min

Advertisement"That hindered me at points last year; people were physical with me," Clark told Haley Jones on the "Sometimes I Hoop" podcast. AdvertisementSummer 2022 "was the first summer where we actually had a full summer of training," Alexander said. Alexander told the New York Times she saw that video and told Clark: "I don't think you were running fast enough." The final piece of the puzzle for Clark or any other player, Alexander said, is their commitment to doing their "best every single day." AP Photo/Michael Conroy"I think that's really showed throughout conference play especially, but obviously earlier in the year too," Clark told Jones.

Persons: Caitlin Clark, Lindsay Alexander, —, She's, Achilles, she's, Clark, Haley Jones, Alexander, Charlie Neibergall, Clark hasn't, David Berding, Iowa's, Charlie Neibergall Alexander, we're, Lisa Bluder, That's, Ronald Cortes, Michael Conroy, Jones, it's, It's Organizations: Iowa Hawkeyes, Service, Hawkeyes, Maryland Terrapins, AP, US, New York Times, Iowa State Cyclones, National Locations: Hungary

☆ Look of the Week: Timothée Chalamet wears shirtless suit at ‘Wonka’ premiere
▼ + stars: | 2023-11-29 | by ( Leah Dolan | ) edition.cnn.com time to read: +3 min

“I don’t know what the hell I was doing wearing this.”But Chalamet has long relied on the wow factor of a shirtless suit for red carpet engagements. Chalamet's magenta velvet suit was from Tom Ford's latest collection. Jean-Paul Gaultier's "Pin Up Boys" from the 1996 season were early examples of the shirtless suit on the runway. In Gaultier’s infamous Spring-Summer 1996 collection, titled “Pin-Up Boys,” the shirtless suit was gauche, cheesy and even funny. For Chalamet, shirtlessness is fast becoming a state of mind.

Persons: CNN —, Wonka, Tom Ford’s, “, ”, Chalamet, Louis, Timothée Chalamet, Luca, Haider Ackerman, Tom Ford's, Jeff Spicer, photocall, Hugh Grant, Rowan Aktinson, Olivia Coleman, Alexander McQueen pinstripe, Lil Nas, Jonah Hill, Donald Glover, Jay, Harry Styles, Dior, Van Noten, Thom Browne, Paul Smith, Zegna, Porter, Jean, Paul Gaultier's, Jean Paul Gaultier, Vivienne Westwood, Raf Simons Organizations: CNN, Venice Film Locations: Venice, London

‘The earlier, the better’Early Intervention was created in 1986 to address developmental delays in children like Alexander as soon as possible. “In a way, Early Intervention is contributing to some social inequity,” she explained. J.B. Pritzker signed a budget in June giving Early Intervention providers a 10% raise. Although Aria started speech therapy promptly, she has been on the waitlist for developmental therapy for more than a year. “I wonder if we would have had the Early Intervention in-person session earlier, if things would have been better by now,” Garcia said.

Persons: — Alexander, Hilda Garcia, Alexander, Garcia, couldn't, ”, ‘, Maureen Greer, Katy Neas, Waitlists —, Sarah Ziemba, “, Allison Friedman, Krauss, ” Friedman, Ziemba, ” Ziemba, J.B, Pritzker, Alex Gough, Lindsey Faulkner, Megan Sanders, ” Faulkner, Sanders, “ We’ve, ” Sanders, Aria, Faulkner, St . Louis, Darcy Armbruster, Armbruster, ’ Hilda Garcia’s, Tylenol, he’d, ” Garcia, ___ Savage Organizations: CHICAGO, U.S . Centers for Disease Control, Association, U.S . Department of Education, Service, Illinois Department of Human Services, Research, National Institute for Early Education Research, Illinois Gov, Associated Press, America Statehouse News Initiative, America, Foundation, AP Locations: West Chicago, U.S, Illinois, Chicago, Peoria , Illinois, Peoria, St ., DuPage County

☆ Outperforming portfolio manager names 5 discounted global stocks to buy right now
▼ + stars: | 2023-10-03 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Many stocks have become "a bit cheaper" and investors could get good returns, according to one portfolio manager. "Now, we've seen quite a lot of stocks coming up and there's quite a lot of discounted stocks out there," he said. "So we've been looking a lot at the industrials and consumer stocks that have been quite beaten up in the last few months. He was previously portfolio manager of the Orca Global Fund, which is now closed. Five discounted names He named these five global stocks in the industrials and consumer sectors: Germany's DHL and Siemens , Hong Kong's Techtronic , China's Nari and India's Infosys .

Persons: Ted Alexander, BML, CNBC's, we've, Alexander, Hong Kong's, China's, Techtronic Organizations: Global Fund, Orca Global Fund, Nasdaq, Germany's DHL, Siemens, Hong, India's Infosys, Infosys

☆ Market hype around AI means that there is a lot of 'crap' out there, says portfolio manager
▼ + stars: | 2023-10-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket hype around AI means that there is a lot of 'crap' out there, says portfolio managerTed Alexander of BML Funds says that AI will help increase productivity but does not see the technology making "an enormous step of difference".

Persons: Ted Alexander, BML Organizations: BML Funds

☆ Rising bond market volatility has made the bond trader a 'loser' this year, CIO says
▼ + stars: | 2023-09-12 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRising bond market volatility has made the bond trader a 'loser' this year, CIO saysTed Alexander, chief investment officer at BML Funds, says stock markets, on the other hand, "love inflation."

Persons: Ted Alexander

DUBAI, United Arab Emirates (AP) — Saudi Arabia and Russia agreed Tuesday to extend their voluntary oil production cuts through the end of this year, trimming 1.3 million barrels of crude out of the global market and boosting energy prices. The decision “is aimed at strengthening the precautionary measures taken by OPEC+ countries in order to maintain stability and balance of oil markets,” Novak said. There was no immediate reaction in Washington, though U.S. lawmakers have criticized OPEC, Saudi Arabia and Russia over their past production decisions. The Saudi reduction, which began in July, comes as the other OPEC+ producers have agreed to extend earlier production cuts through next year. But Saudi Arabia also has to manage its relationship with Washington.

Persons: Joe Biden, Alexander Novak, ” Novak, Brent, Biden, Prince Mohammed bin Salman, Jamal Khashoggi, Prince Mohammed, Vladimir Putin Organizations: United Arab Emirates, Brent, Saudi Press Agency, OPEC, Energy Ministry, Benchmark Brent, AAA, Labor, Washington, Washington Post, U.S Locations: DUBAI, United Arab, Saudi Arabia, Russia, Riyadh, Moscow, Saudi, United States, Ukraine, Washington, U.S, China, Israel, America, Iran, India

☆ ATP roundup: Jannik Sinner reaches quarters in Netherlands
▼ + stars: | 2023-06-14 | by ( ) www.reuters.com time to read: +2 min

[1/3] Tennis - French Open - Roland Garros, Paris, France - June 1, 2023 Italy's Jannik Sinner in action during his second round match against Germany's Daniel Altmaier REUTERS/Lisi Niesner/File PhotoJune 14 - No. 2 seed Jannik Sinner defeated Alexander Bublik of Kazakhstan 6-4, 6-2 on Wednesday to advance to the quarterfinals at the Libema Open in 's-Hertogenbosch, Netherlands. 3 seed, lost to American Mackenzie McDonald 6-4, 6-4, and Emil Ruusuvuori of Finland, defeated No. Sonego's fellow Italian, sixth-seeded Lorenzo Musetti, had no trouble against Gregoire Barrere of France in a 6-3, 6-3 win. 3 seed Frances Tiafoe, who saved all three break points in a 7-6 (2), 6-4 defeat of Jiri Lehecka of the Czech Republic.

Persons: Roland Garros, Germany's Daniel Altmaier, Lisi Niesner, Jannik Sinner, Alexander Bublik, Borna Coric, Mackenzie McDonald, Emil Ruusuvuori, Ugo Humbert of France, Rinky, Marc, Andrea Huesler, Hubert Hurkacz of, Japan's Yosuke, Hurkacz, he'll, Christopher O'Connell of Australia, Lorenzo Sonego, Sonego's, Lorenzo Musetti, Gregoire Barrere of, Musetti, Frances Tiafoe, Jiri Lehecka Organizations: Thomson Locations: Paris, France, Kazakhstan, Netherlands, Finland, Switzerland, Hubert Hurkacz of Poland, Stuttgart, Germany, Watanuki, Gregoire Barrere of France, Czech Republic

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